This company has been marked as potentially delisted and may not be actively trading. Carter Bank and Trust (CSRE) Institutional Ownership Add Share Share Ownership Stock AnalysisDividendHeadlinesOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Carter Bank and Trust (NASDAQ:CSRE)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$37.03MNumber ofInstitutional Sellers(last 12 months)0 Get CSRE Insider Trade Alerts Want to know when executives and insiders are buying or selling Carter Bank and Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data CSRE Institutional Buying and Selling by Quarter Carter Bank and Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/24/2025Sterling Financial Planning Inc.11,957$311K0.1%N/A0.000% 10/22/2025 New England Capital Financial Advisors LLC145,070$3.78M1.6%N/A0.000% 10/22/2025 RFG Bristol Wealth Advisors LLC123,100$3.21M0.9%N/A0.000% 10/22/2025 D.A. Davidson & CO.231,827$6.04M0.0%N/A0.000% 10/22/2025 Daymark Wealth Partners LLC61,281$1.60M0.1%+29.9%0.000% 10/21/2025 Armor Investment Advisors LLC122,087$3.18M1.0%+37.0%0.000% 10/16/2025 HBW Advisory Services LLC22,871$596K0.1%N/A0.000% 10/15/2025 Clayton Financial Group LLC2,966$77K0.1%N/A0.000% 10/14/2025 Exchange Traded Concepts LLC330,701$8.62M0.1%N/A0.000% 10/10/2025 SK Wealth Management LLC134,021$3.43M1.3%+20.9%0.000% 9/9/2025NWF Advisory Services Inc.9,325$241K0.0%N/A0.000% 9/4/2025Osaic Holdings Inc.14,341$370K0.0%+510.3%0.000% 8/13/2025CW Advisors LLC24,287$627K0.0%N/A0.000% 8/12/2025 Armor Investment Advisors LLC89,087$2.30M0.9%N/A0.000% 8/5/2025Integrity Financial Corp WA59,789$1.54M0.8%N/A0.000% 8/4/2025Arbor Capital Management Inc. ADV32,303$836K0.7%N/A0.000% 8/4/2025 Daymark Wealth Partners LLC47,180$1.22M0.0%N/A0.000% 8/1/2025Tevis Investment Management26,560$685K0.4%N/A0.000% 7/28/2025RFG Advisory LLC56,105$1.45M0.0%N/A0.000% 7/16/2025Maridea Wealth Management LLC8,700$225K0.1%N/A0.000% 7/10/2025 SK Wealth Management LLC110,882$2.86M1.2%+132.6%0.000% 7/9/2025Krilogy Financial LLC10,175$263K0.0%N/A0.000% 5/19/2025Jane Street Group LLC11,348$290K0.0%N/A0.000% 4/22/2025SK Wealth Management LLC47,675$1.16M0.6%N/A0.000% (Data available from 1/1/2016 forward) CSRE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CSRE shares? During the previous two years, 20 institutional investors and hedge funds held shares of Carter Bank and Trust. The most heavily invested institutionals were Exchange Traded Concepts LLC ($8.62M), D.A. Davidson & CO. ($6.04M), New England Capital Financial Advisors LLC ($3.78M), SK Wealth Management LLC ($3.43M), RFG Bristol Wealth Advisors LLC ($3.21M), Armor Investment Advisors LLC ($3.18M), and Daymark Wealth Partners LLC ($1.60M).Learn more on Carter Bank and Trust's institutional investors. Which institutional investors have been buying Carter Bank and Trust's stock? Of the 20 institutional investors that purchased Carter Bank and Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($330.70K), D.A. Davidson & CO. ($231.83K), New England Capital Financial Advisors LLC ($145.07K), SK Wealth Management LLC ($134.02K), RFG Bristol Wealth Advisors LLC ($123.10K), Armor Investment Advisors LLC ($122.09K), and Daymark Wealth Partners LLC ($61.28K). How much institutional buying is happening at Carter Bank and Trust? Institutional investors have bought a total of 1,436,464 shares in the last 24 months. This purchase volume represents approximately $37.03M in transactions. This page (NASDAQ:CSRE) was last updated on 10/24/2025 by MarketBeat.com Staff From Our PartnersNEW LAW: Congress Approves Setup For Digital Dollar?Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. Marjorie Taylor ...Goldco Precious Metals | SponsoredTrump’s new nightmare beginsPorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredFree: The Crypto Summit That Could Change Your LifeFed cuts unleash crypto's next wave The smart money is already moving. 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